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Williamson Legacy Group’s Philip Morris PM Stock Holding History

Williamson Legacy Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,923
Closed -$350K – 122
2025
Q2 		$350K Buy
+1,923
New +$330K 0.3% 91

Other funds holding PM

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Williamson Legacy Group's PM Position: Q3 2025 in Review

Williamson Legacy Group sold out of Philip Morris (PM) in Q3 2025, closing a stake of 1,923 shares — an estimated $350K sold.

Williamson Legacy Group first reported a position in PM in Q2 2025 and held it in 1 quarter. The position peaked at $350K in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Williamson Legacy Group reported no remaining Philip Morris position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 1,923 Philip Morris shares in Q3 2025, an estimated $350K.
  • Williamson Legacy Group first reported a position in Philip Morris in Q2 2025 and held it in 1 quarter.
  • Williamson Legacy Group's Philip Morris position peaked at $350K in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.